Basic Reporting Overview

Basic reports include the one-click reports that the Conga Contracts system auto-generates when you simply click on a button in a Contract or Company Profile. A more detailed version of the one-click report can be generated using the Report Wizard, which allows you to select the fields that display in your report, as well as group and filter the data in your report. There is also limited formatting in controlling the names of the columns in your report and the width of the columns.

You can perform the following tasks related to basic reporting:

• Run a Company One-Click Report
• Run a Contract One-Click Report
• Locate a report
• Create a report
• Generate and preview reports
• Edit a report
• Update a report filter
• Copy a report
• Share a report
• Group & Ungroup reports
• Delete a report